My type of stocks: Old, ugly, ignored, falling in value but not dead; and they even pay a dividend!
u/orishasinc2 ·
Reddit — r/ValueInvesting
· April 21, 2026 at 16:29
· ⬆ 17 pts
· 💬 31 comments
| View on Reddit ↗
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Summary
The post identifies six mature, dividend-paying food companies (KHC, GIS, MKC, CAG, CPB, FLO) trading near significant long-term lows.
The author's thesis is that these "old, ugly, ignored" consumer staples represent contrarian value investments with high yields, contrasting them with speculative, overvalued tech stocks.
Quality assessment: This is speculative idea-sharing, not well-researched DD. It provides a simple screen based on price lows and dividend yield without fundamental analysis.
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Tinker on this for a second,
**The Kraft Heinz Company** was founded in 1879. The stock is down near its all-time low. ($KHC) pays a fat 7% dividend.
**General Mills, Inc** was founded in 1866. Trade near its 15-year low. ( $GIS) pays a 7% dividend yield.
**McCormick & Company** was founded in 1889. The stock is trading near its 10-year low. ( $MKC) pays a $3.5% dividend yield.
**Conagra Brands, Inc** was founded in 1919. The stock is trading past its 32-year low. The last time ( $CAG) was this cheap was in 1994. Dividend yield ( 9.56%)
**The Campbell's Soup** was founded in 1869. The stock is trading near its 23-year lows. ( $CPB) pays a 7% dividend yield.
**Flowers Foods,** Inc., was founded in 1919, and its stock is trading near its 20-year low. ( FLO) pays an 11% dividend yield.
Great companies ( for the majority), staples consumers' products ( food, who doesn't eat?), earnings, dividend yield, legacy, enshrined in the culture...etc.
**Why are some people chasing overvalued Quantum computing/AI stocks with zero revenue?**
Stock is down near its all-time low and pays a 7% dividend. As a 140+ year old consumer staples company, extreme pessimism may have created an undervalued income opportunity. A potential turnaround and high-yield value play. High debt load, brand relevance challenges, potential dividend cut.
Stock is trading near its 20-year low with an 11% dividend yield. The exceptionally high yield and multi-decade low price suggest excessive pessimism in a stable baked goods business. High potential income return if the business stabilizes. Dividend sustainability is a major concern; low-margin, competitive industry.
Stock is trading near its 10-year low and pays a 3.5% dividend yield. The strong brand and essential nature of its products provide a floor, making the low price an anomaly. A relatively stable business trading at a historically cheap valuation. Acquisition-related challenges, margin pressure, competition.
Stock is trading near its 15-year low with a 7% dividend yield. Its long history and staple product portfolio suggest the current price may not reflect its durable business model. Offers value and high income from a well-established company. Input cost inflation, slow growth, shifting consumer tastes.
Stock is trading past its 32-year low (cheapest since 1994) with a 9.56% dividend yield. Such extreme undervaluation for a century-old food company indicates market fear may be overdone. A deep-value, high-yield opportunity in a staple business. Very high yield suggests dividend cut risk; operational and execution issues.
Stock is trading near its 23-year low and pays a 7% dividend yield. As an iconic household brand, its depressed price offers a margin of safety with income. A classic value and income investment. Declining soup consumption, cost inflation, competitive pressures.
This Reddit post, published April 21, 2026,
features u/orishasinc2
discussing KHC, FLO, MKC, GIS, CAG, CPB.
6 trade ideas extracted by AI with direction and confidence scoring.